Business process templates

Business process templates are a collection of forms and workflow that allows you to automate your organization's business processes such as KYC, client onboarding, or account plan approvals.

A business process is a workflow that can consist of completing a predefined form (Process Management form) and a series of approval steps, or only the approval steps without a form. A NexJ CRM user can use a business process to record and update information about their contacts and companies.

You can create business process templates in the Business Processes tab on the Customize workspace in the classic NexJ CRM user interface that was used in the 8.X releases.

You can create business process steps in your template that define the review process for a business process. Only business processes that meet your entry criteria will be exposed to end users. For more information about entry criteria for steps, step entry actions, step exit actions, and so on, see the "Modifying business process templates" documentation in the 8.9 application administration documentation.

For more information about adding business process templates for entities, KYC updates, opportunities, and service requests, see "Adding business process templates" in the 8.9 application administration documentation.

User roles for approving business processes

This information describes the available user roles for approving business processes.

Approval requestors submit requests for approval to Approval Approvers who approve or reject the changes.

For example, to designate users as Approval Approvers for a change to a contact's address, you must add them to the Business Process Approver privilege group that has gGenericApprovalApprove privileges before they can approve or reject approval requests.

The following table shows which user roles can perform specific functions.